> ## Documentation Index
> Fetch the complete documentation index at: https://app.docs.circuly.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Contract management

> Find, review, and act on your active subscriptions from the circuly admin

## Overview

Every subscription your store creates becomes a **contract** — a living record of what the
customer bought, what they pay, and when they are billed next. You manage contracts under
**Shopify Admin** → **circuly Rental & Subscriptions** → **Subscriptions**.

The Subscriptions area has two tabs: **Subscriptions** (the contracts themselves) and
**Your plans** (the subscription plans that create them). This page covers the first.

## The subscriptions list

Across the top you get a quick read on your book of business: **Active**, **New** (last 30
days), **Cancelled** (last 30 days), and **Paused**.

Below that, tabs filter the list by status — **All**, **Active**, **Paused**, **Cancelled**,
**Expired**, **Pending Return**, and **Dunning**. You can also filter by subscription type
(Rental, Digital, or Consumable) and, if you sell in more than one currency, by currency.

The search box matches a contract number, a customer's name or email, an order number, or a
product title.

<Note>
  Bundle subscriptions are not shown here. They have their own area under **Bundles** →
  **Active bundles**.
</Note>

### Exporting

**Export** downloads the contracts you have selected, or everything matching your current
filters, as a CSV. Exporting requires the **Base plan or higher**.

## What a contract shows

Opening a contract gives you everything in one scroll:

* **Summary** — product, variant, price, order, billing interval, next billing date, initial
  commitment, and whether it auto-renews
* **Billing cycles** — every cycle with its status, amount, and expected date
* **Invoice history** — when invoicing is switched on
* **Customer** — name and email, linked through to Shopify
* **Asset** — the physical unit assigned to this subscription, if any
* **Credit balance**, **Buyout**, and **Product swap** — when those features apply

## Actions you can take

<AccordionGroup>
  <Accordion title="Skip or unskip a billing cycle" defaultOpen>
    Skip an upcoming cycle to pause one charge without ending the subscription. You can only
    skip a cycle that has not been billed yet, and you can unskip it again afterwards.
  </Accordion>

  <Accordion title="Change the next billing date">
    You can move **the next billing date only**. Once a cycle has been billed, failed, or
    skipped — or once its date has passed — it can no longer be edited. The date picker limits
    you to the range Shopify accepts for that cycle.
  </Accordion>

  <Accordion title="Cancel a subscription">
    Available for **Active**, **Paused**, and **Dunning** subscriptions. Choose to cancel
    **immediately** or **at the end of the current billing cycle**, and optionally record a
    reason.

    Cancelling only stops future billing. Orders that were already placed or fulfilled are
    not affected.
  </Accordion>

  <Accordion title="Reactivate a subscription">
    Brings a **Paused**, **Dunning**, **Expired**, or **Pending Return** subscription back to
    Active and restores any cycles that were skipped while it was inactive.
  </Accordion>

  <Accordion title="Swap the product">
    Switch the customer to a different product or variant from the same plan. Turn this on
    under **Settings** → **Product swap**, where you also set how many swaps are allowed per
    billing cycle and how long a customer must wait between them.

    For rentals, a swap starts a return of the current item. For consumable and digital
    subscriptions the line is replaced in place and billing carries on unchanged.
  </Accordion>

  <Accordion title="Start a buyout">
    Lets the customer purchase the item outright. The subscription must be **Active**, buyout
    must be enabled under **Settings** → **Buyout options**, and **an asset must be assigned**
    to the contract. Starting a buyout creates a draft order for the customer to pay and
    pauses the subscription in the meantime.
  </Accordion>

  <Accordion title="Confirm a return">
    Appears once a subscription is **Pending Return** — for example after a rental swap. It
    ends the subscription and releases the assigned unit back to your available stock.
  </Accordion>

  <Accordion title="Assign or create an asset">
    Attach a specific serial-numbered unit to the subscription, remove one, or create a new
    one on the spot. See [Asset tracking](/docs/mintlify/asset-tracking).
  </Accordion>
</AccordionGroup>

<Note>
  Pausing and resuming are **customer actions**. Your customers can pause and resume from
  their account; from the admin you can reactivate a paused subscription, but you cannot pause
  one on their behalf. See [Customer portal](/docs/mintlify/customer-portal).
</Note>

## When a payment fails

Failed and overdue payments are triaged under **Operations** → **Payments**, not on the
contract itself. Three views help you sort them: **All overdue**, **Needs decision** (circuly
has stopped retrying and it is your call), and **Retrying** (still being retried
automatically).

From any row you can:

* **Retry payment now** — attempt the charge immediately
* **Send payment-update email** — Shopify emails the customer a secure link to update their
  card. There is no link you can copy and send yourself
* **Skip cycle** or **Edit billing date** — move past the failed charge
* **Cancel subscription** — with the same options as above
* **Open contract** — jump to the full record and come straight back to your place in the queue

<Note>
  The retry schedule is fixed: circuly retries a failed payment up to **three times** before
  moving the subscription to **Paused**. This schedule is not configurable.
</Note>

## Subscription statuses

| Status             | What it means                                                               |
| ------------------ | --------------------------------------------------------------------------- |
| **Active**         | Billing normally.                                                           |
| **Paused**         | Temporarily stopped. No billing happens while paused.                       |
| **Dunning**        | A payment failed and is being retried.                                      |
| **Pending Return** | Waiting for the customer to send an item back, usually after a rental swap. |
| **Cancelled**      | Ended. No further billing.                                                  |
| **Expired**        | Reached the end of its term.                                                |
| **Bought out**     | The customer purchased the item outright.                                   |
| **Ended**          | Closed out after a return or completed buyout.                              |

<Info>
  Shopify has fewer statuses than circuly, so the two do not always read the same.
  **Dunning** and **Pending Return** both still show as *Active* in Shopify, and
  **Bought out** and **Ended** both show as *Cancelled*. The circuly status is the more
  precise one.
</Info>

## Next steps

<CardGroup cols={2}>
  <Card title="Asset tracking" icon="barcode-scan" href="/docs/mintlify/asset-tracking">
    Track the serial-numbered units attached to your subscriptions.
  </Card>

  <Card title="Customer portal" icon="user" href="/docs/mintlify/customer-portal">
    See what your customers can do for themselves.
  </Card>
</CardGroup>
